[Seamless Help Center]

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Policies tab displays all the policies that an account has purchased.

On this list, you can:

  • View list of policies. Each policy in the list has the following information:

    • Reference

    • Product

    • Description

    • Period

    • Policy Premium

    • Status

    • Sales person

    • Organization

    • Created

  • Click on policy reference to view policy details

  • Generate, send or download policy summary document

  • Create FNOL for a policy if FNOL module is available

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